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Patten Group’s Salesforce CRM Stock Holding History

Patten Group’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-110
Closed -$15K – 263
2018
Q4 		$15K Hold
110
– – 0.01% 393
2018
Q3 		$17K Buy
110
+10
+10% +$1.48K 0.01% 446
2018
Q2 		$14K Hold
100
– – 0.01% 438
2018
Q1 		$12K Hold
100
– – ﹤0.01% 455
2017
Q4 		$10K Hold
100
– – ﹤0.01% 483
2017
Q3 		$9K Hold
100
– – ﹤0.01% 488
2017
Q2 		$9K Hold
100
– – ﹤0.01% 505
2017
Q1 		$8K Hold
100
– – ﹤0.01% 483
2016
Q4 		$8K Hold
100
– – ﹤0.01% 474
2016
Q3 		$7.06K Hold
100
– – ﹤0.01% 501
2016
Q2 		$7.94K Hold
100
– – ﹤0.01% 473
2016
Q1 		$7.38K Hold
100
– – ﹤0.01% 496
2015
Q4 		$7.84K Hold
100
– – ﹤0.01% 513
2015
Q3 		$6.94K Hold
100
– – ﹤0.01% 465
2015
Q2 		$6.96K Buy
+100
New +$7.12K ﹤0.01% 479

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Patten Group's CRM Position: Q1 2019 in Review

Patten Group sold out of Salesforce (CRM) in Q1 2019, closing a stake of 110 shares — an estimated $15K sold.

Patten Group first reported a position in CRM in Q2 2015 and held it in 15 quarters. The position peaked at $17K in Q3 2018. 1,416 funds tracked by Wall St. Rank hold CRM as of Q1 2019.

  • Patten Group reported no remaining Salesforce position as of Q1 2019 after selling out during the quarter.
  • Patten Group sold 110 Salesforce shares in Q1 2019, an estimated $15K.
  • Patten Group first reported a position in Salesforce in Q2 2015 and held it in 15 quarters.
  • Patten Group's Salesforce position peaked at $17K in Q3 2018.
  • 1,416 funds tracked by Wall St. Rank held Salesforce as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.